Capacity under the agreement will be served from QumulusAI's active U.S. data center footprint, with initial deployments expected to come online this summer. The company's demand-led deployment model places capacity into available pockets of power across a distributed network of colocation sites, enabling it to bring GPU capacity online in months, not years.

"Our customers are building the AI economy, and they choose their suppliers carefully," said Mike Maniscalco, CEO of QumulusAI. "A two-year commitment for our Blackwell capacity says it plainly. The demand is real, and we are here to deliver."

The agreement adds a two-year, take-or-pay commitment of more than $18 million to the company's book of business.

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